Applicable plans
Sprout Blossom Garden EstateForest


The bulk assign feature allows you to transfer unassigned leads or already assigned leads to new owners. This is useful whenever an owner is deactivated or when newly added leads need to be assigned. 


Here’s how it can be done:

MINIMUM STEPS REQUIRED: 5

QUICK STEPS: 
Select records > Assign to > Choose Owner > Assign all open tasks and appointments > Save  

MINIMUM TIME REQUIRED: ~ 2 Min


  1. Head to the Leads/Contacts/ Accounts/Deals (L/C/A/D) entities page on your Freshsales application.

  1. Bulk select the records that you wish to reassign. You can also apply the requisite filters before you bulk select the records..  


  2. Head to the button and click on the same. This opens up a dialog box that allows you to assign your records to the different owners that use the CRM. Leave it blank if you would like to make all records unassigned.


  3. (Optional) Click on the checkbox if you wish to transfer all open tasks and appointments of the selected leads to the user.


  4. Click Save. The records will now be assigned to the chosen owners.
    Note: Records can be bulk assigned only to active users. Freshsales does not allow users to assign records to inactive users.